Safety Events in UpKeep Safety allow teams to document safety issues such as injuries, chemical spills, or near misses. These reports help drive accountability, compliance, and follow-up actions like root cause analysis and CAPAs.
đ Overview
Creating comprehensive safety event reports is essential for regulatory compliance, risk management, and prevention. UpKeep Safety provides an intuitive form experience that captures detailed incident dataâincluding direct and indirect costsâso leadership can quantify risk in clear business terms.
đ Step-by-Step Guide
Navigate to Safety Events
From the left-hand menu, go to UpKeep Safety and select Safety Events.Click "+ Create Safety Event"
Open the creation form to begin logging the event.Describe the Incident
Type a summary manually or click the AI voice assistant icon to dictate the incident description. The system will transcribe your recording automatically.
Enter Required Event Details
âReport Type: Select Incident, Near Miss, Observation, or Customer Incident.
Title: Provide a concise summary (e.g., "Slip and fall near Production Line B").
Date and Time: Use the standardized picker to select the exact occurrence time.
Location & Assets: Tag the physical location and specific equipment involved.
Hazard Category & Severity: Classify the hazard (Electrical, Chemical, Ergonomic, Fall, Mechanical, Spill, etc.) and assign Low, Medium, or High severity.
Tag Collaborators with @Mentions
Type @Name in the event notes or comments to alert department heads, supervisors, or EHS personnel automatically.Attach Supporting Media & Submit
Upload photos, videos, or documents (up to 3 files), then click Submit Report.
Tips for Effective Reporting
Be specific with the location and equipment details
Use the voice assistant for fast hands-free reporting
Upload photos when applicable to provide visual context
Mark high-severity events for prioritized review
â FAQ
Who gets notified when I @mention someone in a Safety Event?
The tagged user receives an immediate notification via email and in-app alerts, directing them straight to the safety event record.
Can I log historical safety events that occurred in the past?
Yes. The standardized date and time controls allow you to log historical events for past dates without calendar restriction errors.